Gerald Iv

Q: What is Gerald Iv email address?

Email Gerald Iv at lindemana@cox.net and gerald.ogilvie@equitable.com. This email is the most updated Gerald Iv email found in 2026.

Q: How to contact Gerald Iv?

To contact Gerald Iv send an email to lindemana@cox.net or gerald.ogilvie@equitable.com. If you want to call Gerald Iv try calling on +17169691344 and +17169695612. (updated on November 04, 2024)

Financial Consultant at Equitable Advisors | Buffalo, New York, United States

About Gerald Iv

Gerald Iv is a dedicated Financial Consultant at Equitable Advisors, where he leverages his extensive expertise in investment and insurance planning to empower clients in their financial journeys. With a strong foundation in risk management and wealth management, Gerald specializes in creating tailored strategies that address the unique needs of each client. His comprehensive approach encompasses IRA distribution planning, retirement planning, and business succession strategies, ensuring that clients are well-prepared for both expected and unexpected life events.

Currently, Gerald holds several key licenses, including LAH (Life Accident & Health Insurance), Series 7, and Series 66, which enable him to provide a wide range of financial services. His commitment to education planning strategies and estate planning strategies further underscores his holistic view of financial well-being. At Equitable Advisors, he collaborates closely with a team of professionals, fostering an environment of teamwork that enhances the overall client experience.

Gerald is currently engaged in several key projects aimed at enhancing client engagement and education. By developing informative workshops and personalized financial reviews, he seeks to demystify complex financial concepts and empower clients to make informed decisions about their assets. His proactive approach to client relationships not only helps in asset growth but also in protecting wealth through strategic insurance services. As a trusted advisor, Gerald Iv is dedicated to guiding clients toward achieving their financial goals with confidence and clarity.

Gerald Iv Work

Financial Consultant at Equitable Advisors in January 2020 to Present

Partner at Harbortown Financial Group in March 2023 to Present

Financial Consultant at AXA Advisors, LLC in April 2015 to January 2020

Gerald Iv Skills

Risk Management

Wealth Management

IRA distribution planning

About Gerald Iv's Current Company

Equitable Advisors

Discover more about Equitable Advisors

Frequently Asked Questions about Gerald Iv

What is Gerald Iv email address?

Email Gerald Iv at [email protected] and [email protected]. This email is the most updated Gerald Iv email found in 2026.

What is Gerald Iv phone number?

Gerald Iv phone number is +17169691344 and +17169695612.

How to contact Gerald Iv?

To contact Gerald Iv send an email to [email protected] or [email protected]. If you want to call Gerald Iv try calling on +17169691344 and +17169695612. (updated on November 04, 2024)